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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3051
$5K ﹤0.01%
518
-151
3052
$5K ﹤0.01%
500
3053
$5K ﹤0.01%
540
+372
3054
$5K ﹤0.01%
569
+69
3055
$5K ﹤0.01%
228
+100
3056
$5K ﹤0.01%
1,270
-665
3057
$5K ﹤0.01%
544
+43
3058
$5K ﹤0.01%
53
3059
$5K ﹤0.01%
208
-34
3060
$5K ﹤0.01%
104
+23
3061
$5K ﹤0.01%
175
-22
3062
$5K ﹤0.01%
200
3063
$5K ﹤0.01%
308
3064
$5K ﹤0.01%
1,262
-2,624
3065
$5K ﹤0.01%
733
-111
3066
$5K ﹤0.01%
487
+463
3067
$5K ﹤0.01%
343
-41
3068
$5K ﹤0.01%
75
3069
$5K ﹤0.01%
40
-1
3070
$5K ﹤0.01%
400
3071
$5K ﹤0.01%
495
+388
3072
$5K ﹤0.01%
179
+118
3073
$5K ﹤0.01%
282
3074
$5K ﹤0.01%
+300
3075
$5K ﹤0.01%
72
+37
121 122
123
124 125